In your Modules tab, you have listing of the menus within OBeer. Even more, you may wish to set up certain settings in specific documents.
Step-by-step guide
Menu Form Settings
- Without any active windows, press the Form Settings button on your top menu bar
- In the Form Settings - Main Menu window, you can check or uncheck the box in the Visible column (expand the menu with the black triangle to set visibility for sub-menu features such as A/R in Sales) to adjust what menu is shown on the Modules tab
- When finished press Update on the window
Document Form Settings
- Bring up your desired document (e.g. A/R Invoice, Delivery, Sales Order, etc.)
- Click on Form Settings button on the top of your menu bar
- Switch between the Table Format and Row Format tabs to check or uncheck the box in the Visible column to adjust what is shown on the document
- When finished press Update on the window
Notes:
- You will have to be logged onto the user you wish to make these changes for
- You can click on the column name (i.e. Visible) to check or uncheck all (this is useful if you are missing an option and/or want simply just give yourself access to everything)